Valeo Financial Advisors’s Acco Brands ACCO Stock Holding History

Valeo Financial Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-912	Closed	-$8K	–	527
2021 Q1	$8K	Hold	912	–	–	﹤0.01%	1404
2020 Q4	$8K	Hold	912	–	–	﹤0.01%	1233
2020 Q3	$5K	Buy	+912	New	+$5.97K	﹤0.01%	1229
2018 Q4	–	Sell	-240	Closed	-$2K	–	1464
2018 Q3	$2K	Hold	240	–	–	﹤0.01%	1420
2018 Q2	$3K	Buy	240 +51	+27%	+$654	﹤0.01%	1232
2018 Q1	$2K	Buy	+189	New	+$2.37K	﹤0.01%	1301

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's ACCO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Acco Brands (ACCO) in Q2 2021, closing a stake of 912 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in ACCO in Q1 2018 and held it in 6 quarters. The position peaked at $8K in Q1 2021. 181 funds tracked by Wall St. Rank hold ACCO as of Q2 2021.

Valeo Financial Advisors reported no remaining Acco Brands position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 912 Acco Brands shares in Q2 2021, an estimated $8K.
Valeo Financial Advisors first reported a position in Acco Brands in Q1 2018 and held it in 6 quarters.
Valeo Financial Advisors's Acco Brands position peaked at $8K in Q1 2021.
181 funds tracked by Wall St. Rank held Acco Brands as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.